Phil also dedicates much of his time to working with physician and dental professionals in Indianapolis and has given lectures and educational speeches to many residencies and fellowships at Indiana University and St. Francis.
Phil graduated with a B.S. in Finance from Butler University in Indianapolis where he also was a four-year letter winner in Lacrosse. Previous employment includes a position with a financial planning firm in St. Louis where he served as a supervisor.
Phil is involved in the community and dedicates his time to many organizations. Each spring he coaches Lacrosse and dedicates his time to the local youth and high school teams in Westfield. He is also involved in his church and is an active member of NAIFA. Phil resides in Westfield with his wife, Kristin, their sons, Christopher, Evan, and Nicholas, and their daughters Kate and Ella.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies